EP Wealth Advisors Insights https://epwealthadvis.com/insights/ Wealth management for business owners and their families en-us 1440 Fri, 09 Oct 2026 09:00:00 +0000 Selling a Business to Fund Retirement: How Much Is Enough?https://epwealthadvis.com/selling-business-to-fund-retirement/https://epwealthadvis.com/selling-business-to-fund-retirement/Fri, 02 Oct 2026 09:00:00 +0000Selling a business to fund retirement requires testing net proceeds against actual spending. EP Wealth Advisors shows how to run the numbers. Asset Sale vs Stock Sale: What EP Wealth Advisors Shows Sellershttps://epwealthadvis.com/asset-sale-vs-stock-sale/https://epwealthadvis.com/asset-sale-vs-stock-sale/Mon, 28 Sep 2026 09:00:00 +0000Comparing an asset sale vs stock sale, EP Wealth Advisors reveals how equipment recapture affects your net proceeds and your family legacy. Passing a Business to Children: Six Mistakes That Split Familieshttps://epwealthadvis.com/passing-business-to-children-mistakes/https://epwealthadvis.com/passing-business-to-children-mistakes/Thu, 24 Sep 2026 09:00:00 +0000Passing a business to children requires balancing equity, cash flow, and control. Avoid six painful mistakes with guidance from EP Wealth Advisors. The EP Wealth Advisors Checklist Before Selling a Businesshttps://epwealthadvis.com/checklist-before-selling-business/https://epwealthadvis.com/checklist-before-selling-business/Sat, 19 Sep 2026 09:00:00 +0000Use the EP Wealth Advisors checklist before selling a business to prepare your books, family estate plan, and taxes across a three-year timeline. What Is an Earnout, and How Much of the Price Should Ride on It: An EP Wealth Advisors Walkthroughhttps://epwealthadvis.com/what-is-an-earnout/https://epwealthadvis.com/what-is-an-earnout/Fri, 11 Sep 2026 09:00:00 +0000Learn what is an earnout in a business sale with EP Wealth Advisors, including how to protect family plans and how much of your price should ride on it. Financial Advisor for Selling a Business: Questions to Ask Firsthttps://epwealthadvis.com/financial-advisor-selling-business-questions/https://epwealthadvis.com/financial-advisor-selling-business-questions/Wed, 09 Sep 2026 09:00:00 +0000Hiring a financial advisor for selling a business? EP Wealth Advisors explains questions to ask about fees, deal timing, and family care before signing a letter of intent. What Happens to a Business If the Owner Dies: The 30-Day Cash Planhttps://epwealthadvis.com/what-happens-to-business-if-owner-dies/https://epwealthadvis.com/what-happens-to-business-if-owner-dies/Fri, 09 Oct 2026 09:00:00 +0000Learn what happens to a business if the owner dies, from bank access to buy-sell funding, with practical cash runway math from EP Wealth Advisors. Plan ahead.